COUNT FINANCIAL
Financial planning
Two of Australia’s largest financial advice licensees, Count Financial and AMP Group, have each lost five advisers this week, while Sequoia has “bounced back” after recen...
Financial planning
With a weekly loss of 14 advisers led by declines at Count Financial, the financial advice industry has fallen below the 15,600 line....
Financial planning
Wealth Data has revealed which financial advice licensee has lost the greatest number of advisers this financial year-to-date, with the firm declining by 59 advisers over...
Financial planning
With the first quarter of 2024 behind us, Money Management takes a look back at the biggest M&A deals in financial advice over the period....
Financial planning
Diverger managing director, Nathan Jacobsen, is expected to depart once the firm merges with Count next month....
Financial planning
Large licensees are looking to take minority stakes in smaller ones as a way to retain a presence in the industry, but the smaller party needs to ensure it doesn’t create...
Financial planning
Count has made its latest acquisition of a company that provides offshore services for advisers out of India, continuing the expansion of its services segment....
Financial planning
The proposed merger between Diverger and Count has reached the next stage of its proceedings ahead of an expected February completion date....
Financial planning
Count has raised its offer to acquire 100 per cent of Diverger, with Diverger’s board “unanimously” recommending the deal is in its best interests....
Financial planning
Count’s acquisition of Diverger is expected to complete by the end of February 2024, CEO Hugh Humphrey has told Money Management, despite a last-minute rival bid from COG...
Financial planning
With 101 net new advisers and a 17 per cent rise in adjusted segment revenue to $18.1 million, Count Limited has reported a strong performance from its wealth segment in ...
Financial planning
A Rockhampton-based advisory business specialising in insurance advice is the latest addition to Count’s national advice community. ...
Financial planning
Earmarking some $520 million in an indemnity deed to former subsidiary Count Financial, CBA’s full-year results reveal a trial date has been fixed for March 2024. ...
People & Products
Count chief financial and operating officer, Laurent Toussaint, who acted as interim chief executive after the departure of Matthew Rowe, will exit in September after fiv...
People & Products
Count has appointed a private equity specialist to its board as a non-executive director, indicating further acquisitions could be on the horizon....
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...